Hey, future Salesforce Professionals! Are you ready to become a CPQ Specialist? we have something exciting for you! We’re offering a free questions series that covers all the important topics for the Salesforce CPQ Specialist Certification.
The CPQ (Configure, Price, Quote) Specialist certification is a vital credential for anyone looking to deepen their expertise in sales processes within Salesforce. By practicing with our questions, you’ll learn awesome skills that can help you in the future. Whether you want to be a tech whiz or a sales champion, this is your first step to greatness!
So, are you ready to level up your Salesforce skills? Jump into our free question series and start your journey to becoming a sales tech expert!
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Salesforce CPQ Specialist Certification Practice Questions
Question: 1
An Admin creates a Search Filter for Product Code that has a predefined Filter Value of Green and an operator of “starts with”.
If the Search Filter is visible, how can sales reps interact with the filter on the Product Selection screen?
A. Sales reps can replace the text, but are unable to leave the required field blank.
B. Sales reps can change the operator from “starts with” to “contains”.
C. Sales reps can see the filter, but are unable to alter the filter text.
D. Sales reps can delete the text to ignore the filter.
Answer: D
Question: 2
Users at Universal Containers have reported when amending a contract, the net pricing of some products is incorrect. The Admin has done a preliminary investigation and found that the issue only happens on existing products when their quantity is adjusted. What is the likely cause?
A. The Revised Quantity has been set on the Subscription record.
B. The Products have a Discount Schedule and Cross Order is not selected.
C. A Price Rule is firing Before Calculate and changing the Regular Unit Price.
D. A Price Rule is firing On Calculate and changing the Effective Quantity.
Answer: B
Question: 3
Subscription Product A has a Subscription Term of 6, a List Price of $100, and a Ranged Discount Schedule. A user has added this Product a Quote with a Term of 12.
A u The Ranged Discount Schedule is automatically applying a Discount of 25%.
What is the Regular Pnce m this scenario?
A. Regular Pnce of $150 B. Regular Price of $75
C. Regular Price of $200
D. Regular Price of $100
Answer: B
Question: 4
In what way does Smart Approvals expedite the approval process?
A. Approving a quote will auto-approve any lesser-discount quotes related to the same opportunity.
B. Quotes within defined thresholds will be automatically approved.
C. Quotes with multiple steps in the approval chain go directly to the highest approver required.
D. Rejected quotes that are resubmitted within previously approved values go directly to the person who rejected.
Answer: D
Question: 5
In what way does Smart Approvals expedite the approval process?
A. Approving a quote will auto-approve any lesser-discount quotes related to the same opportunity.
B. Quotes within defined thresholds will be automatically approved.
C. Quotes with multiple steps in the approval chain go directly to the highest approver required.
D. Rejected quotes that are resubmitted within previously approved values go directly to the person who rejected.
Answer: D
Question: 6
A user is unable to see a particular Product on the Product Selection screen when clicking Add
Products.
What are two potential reasons the Product is unavailable Choose 2 answers
A. The Hidden checkbox on the Product record is set to TRUE.
B. The Add Products button has a Custom Action Condition associated to it.
C. The Component checkbox on the Product record is set to TRUE.
D. The Add Products button has a Search Filter associated to it.
Answer: C, D
Question: 7
Universal Containers wants to have quantity requirements for certain Product options in a bundle. The Product Option’s quantity must be multiplied by the quantity of the bundle product. How should the Admin set this up in the bundle to meet the requirement?
A. Select the Multiplier checkbox on the Bundle.
B. Select the Bundled checkbox on the Product Option.
C. Select Component as the Type field on the Product Option.
D. Select the Quantity Editable checkbox on the Product Option.
Answer: C
Question: 8
Universal Containers has three different range discount schedules. All three have a reference to Product A through the objects shown below. Product A is an option in a bundle and has a list price of $100.
Given this scenario, what should the Net Total Price of Product A be if the user enters a Quantity of 15 on a quote where contracted pricing is applicable?
A. $1,125.00
B. $1,275.00
C. $1,350.00
D. $1,320.00
Answer: B
Question: 9
An admin has created a text field Configuration Attribute for Bundle
A. The admin wants the attribute to start with a dynamic value the moment the configuration page loads.
Which steps should the admin take to meet this requirement?
A. Create a formula text field on the Quote, constructing the formula to return the desired default value. Update the Configuration Attribute Default Field to identify the Quote formula field.
B. Create a Process Builder to update the Product Option field that is used for the Configuration Attribute value. Set the process to trigger upon new record creation.
C. Create a text field on the Quote Line object with the same API name as the Configuration Attribute field. Create a Price Rule to target the Quote Line field to give it a value.
D. Create a Price Rule to target the Product Option field that is used for Configuration Attribute to give it a value. Ensure the end user selects Apply Rules in the Configurator.
Answer: B
Question: 10
Universal Containers must be able to create Quotes that contain Quote Lines with different Start Dates. Order Products must be separated into Orders after generation based in the Start Dates. How can a CPQ Specialist meet this business requirement?
A. Separate Quotes must be created for each unique Start Date.
B. Set both the Order by Quote Line Group and Ordered checkboxes to True.
C. Change Default Order Start Date in CPQ Package settings to Quote Start Date.
D. Set the Order By picklist on the Quote to SBQQ__StartDate__c, and the Ordered checkbox to True.
Answer: B
Question: 11
“UC wants to show a custom text field on their Quote Document. This field with API name
Additional_Text__c already exists and is located on the Quote object.
What is the correct syntax to insert this into an HTML Template Content?
A. {!quote.Additional_Text__c}
B. {Iquote__r.Additional_Text__c}
C. {ISBQQ__Quote__r.Additional_Text__c}”
D. {ISBQQ__Quote__c.Additional_Text__c}
Answer: A
Question: 12
What is the correct order of data import to load Quote Template in CPQ?
A. Quote Template, Template Sections, Line Columns, Template Content, Quote Terms, Term
Conditions
B. Quote Content, Quote Name, Quote Section, Quote Line Columns, Template Terms, Term
Conditions
C. Template Content, Quote Templates, Template Sections, Line Columns, Quote Terms, Term
Conditions
D. Quote Name, Quote Section, Quote Line Columns, Quote Content, Template Terms, Term
Conditions
Answer: A
Question: 13
Cloud Kicks (CK) uses Salesforce CPQ to streamline its sales process for customers, partners, and distnbutors. As part of CK’s implementation, sales reps are able to specify a Partner Discount within the Quote Line Editor.
Sales reps are reporting the Quote and Quote Lines’ prices fail to recalculate automatically after a value is entered or changed m the Partner Discount field. The reps must press the Save or Quick Save button manually to trigger the calculation instead. How can the consultant ensure the real-time calculation is triggered in response to field changes within the Quote Une Editor?
A. Enable the Partner Discount in the Calculating Fields field set
B. Ensure the ChannelDiscountsOffUst__c field value is set to 1.
C. Enable the Calculate Immediately field on the Pricing and Calculation tab.
D. Ensure the ApplyPartnerDiscountfirst__c field value is set to 1.
Answer: C
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- Salesforce Certified Administrator Questions | Updated (Part-1)
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Question: 14
An admin has created a Product and defined Price Dimensions for yearly segments. They want the Product to appear unsegmented when it is first added to a Quote, with the option to segment when needed.
A. Create a Quote formula field named StartSegment_c that returns 0.
B. Set the Price Dimension’s Type to One-Time.
C. Set the Product’s Default Pricing Table to Standard.
D. Set the Display Order of the Desegment Line action to 1.
Answer: C
Question: 15
Northern Trail Outfitters (NTO) has a growing list of Products. NTO has experienced challenges in keeping its bundled Products up-to-date and has asked the CPQ Specialist if there is a better way to manage its Product catalog.
Which option is the most appropriate for the CPQ Specialist to suggest first?
A. Use Option Layout of Tabs for the bundle parent to expose Features on individual tabs within Product Configuration.
B. Use a Dynamic Feature for the bundle parent and create a Filter Product Rule.
C. Use Nested Bundles to reduce the number of Product Options that need to be maintained when new products become available.
D. Use the Preserve Bundle Structure checkbox in Package Settings to allow new products to be added to existing bundles.
Answer: B
Question: 16
Given the Discount Schedule and pricing details of the Cloud Storage Product, what is the calculated Regular Unit Price for the Quote Line?
Quote line field values:
*List price: $100
*Quantity: 5
Discount Schedule field values:
*Type: Slab
*Discount Unit: Percent
A. $480.00
B. $450.00
C. $500.00
D. $470.00
Answer: D
Question: 17
Universal Containers is utilizing Lookup Price Rules to pull Daily Rate values from the Rental Rates object. After activating the Price Rule, the admin notices the Daily Rate value remains blank, but the user is still able to save the quote.
Which aspect of the Price Rule should the admin review to identify the underlying issue?
A. Confirm the API Name selected in the SBQQ__LookupObject__c field on the Price Rule record Is Inputted accurately.
B. Confirm the Conditions of the Price Rule are configured accurately based on expected behavior, C. Confirm the Tested Field(s) referenced In the Lookup Queries of the Price Rule exist on the Lookup object.
D. Confirm the Lookup Queries of the Price Rule are configured to pull only a single referenced value from the Lookup object.
Answer: A
Question: 18
Universal Containers (UC) sells Product A for an initial, fixed price without the ne«d for renewal behavior. UC must be able to track an individual senal number on the Asset record for each Product A sold.
Which Product field value should the admin set up to handle this use case?
A. Asset Conversion: One Per Line
B. Subscription Type: One-Time
C. Asset Conversion: One Per Unit
D. Subscription Price: List Price
Answer: C
Question: 19
An Admin wants to set up a product so a user can all available options and selected options by scrolling in a single page.
Which updates should the Admin male to meet this requirement
A. Update Option Layout on the parent Product record to Wizard.
B. Create Features related to the parent Product and assign each Feature the Option Selection method Dynamic
C. Create feature to the parent product and assign all Option to one of the created features.
D. Update option layout on the parent Product record to Sections.
Answer: D
Question: 20
After installing the Advanced Approvals managed package, which object is enabled out of the box to leverage all Advanced Approval functionality?
A. Core Salesforce Quote object
B. CPQ Quote Line object
C. Opportunity object
D. CPQ Quote object
Answer: C
Resources
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- [Salesforce Developer Community] (https://developer.salesforce.com/forums)
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Mark Jacobes is a seasoned Salesforce expert, passionate about empowering businesses through innovative CRM solutions. With over 6 years of experience in the Salesforce ecosystem, Mark specializes in Salesforce development, integrations, and digital transformation strategies.
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